Mark Mahaney ISI: Whats in store for TMT in 2025
Update: 2024-12-23
Description
Mark is my favorite analyst and does extraordinary research on markets. He has seen multiple boom and bust cycles so if theres anyone you want to listen to on tech, media, telecom, its Mark at ISI.
In this year end episode we talk about:
Meta, Amazon, Google, Uber, Lyft, Booking, AI, Expedia, Pinterest, and Grab.
"The year of efficiency has turned into multiple years of efficiencies...we expect this to continue...plus AI implementations driving better ROAI". Great margin stability and expansion.
You NEED to have his book on your desk: "Nothing But Net"
Amazon: https://a.co/d/5HfAWMp
For more information on investing in the greatest brands the world has ever seen:
https://www.globalbrandsmatter.com/dynamic-portfolio
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